Sea Crest Wealth Management, LLC Incresed Positions in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
32
+ 0.84%
$113.93 - $131.55 $3.65K - $4.21K
3.83K $473K
VCIT
Vanguard Intermediate Term Cor

ETFs
422
+ 11.03%
$79.17 - $82.04 $33.4K - $34.6K
4.25K $346K
IAI
Ishares Tr Us Broker Dealers &

ETFs
336
+ 14.67%
$134.68 - $159.3 $45.3K - $53.5K
2.63K $366K
XLF
Financial Sector Spdr

ETFs
256
+ 0.97%
$47.32 - $52.19 $12.1K - $13.4K
26.8K $1.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.49K
+ 13.4%
$22.25 - $23.0 $33.2K - $34.3K
12.6K $289K
VEU
Vanguard Ftse All World Ex Us

ETFs
62
+ 0.75%
$56.51 - $62.98 $3.5K - $3.9K
8.37K $510K
IQLT
Ishares Msci Intl Quality Fact

ETFs
214
+ 2.7%
$36.91 - $41.03 $7.9K - $8.78K
8.13K $325K
ALL
Allstate Corp

Financial Services
43
+ 2.61%
$180.99 - $210.18 $7.78K - $9.04K
1.69K $349K
RSP
Invesco S&P 500 Equal Weight E

ETFs
275
+ 6.05%
$169.43 - $182.84 $46.6K - $50.3K
4.82K $827K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
468
+ 9.75%
$61.9 - $66.89 $29K - $31.3K
5.27K $331K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
571
+ 4.06%
$51.26 - $52.53 $29.3K - $30K
14.6K $752K
IYF
Ishares Tr

ETFs
217
+ 9.95%
$107.69 - $119.37 $23.4K - $25.9K
2.4K $267K
TLT
Ishares Barclays 20+ Year Trea

ETFs
75
+ 1.2%
$85.29 - $92.57 $6.4K - $6.94K
6.35K $572K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
40
+ 0.64%
$58.01 - $64.46 $2.32K - $2.58K
6.33K $395K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
587
+ 3.94%
$47.6 - $51.91 $27.9K - $30.5K
15.5K $742K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.04%
$33.49 - $40.57 $100 - $122
7.91K $312K
NUE
Nucor Corp

Basic Materials
83
+ 2.16%
$114.48 - $142.52 $9.5K - $11.8K
3.92K $471K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
2.03K
+ 6.15%
$11.41 - $12.06 $23.2K - $24.5K
35.1K $413K
SPGI
S&P Global Inc.

Financial Services
23
+ 2.07%
$478.26 - $543.77 $11K - $12.5K
1.13K $575K
PSC
Principal ETF U.S. Small Cap M

ETFs
725
+ 17.61%
$47.13 - $54.5 $34.2K - $39.5K
4.84K $233K
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.04%
$85.68 - $97.5 $257 - $293
7.42K $695K
XLP
Consumer Staples Sector Spdr

ETFs
256
+ 6.7%
N/A
4.08K $310K
CARR
Carrier Global Corp

Industrials
682
+ 13.74%
$62.07 - $70.55 $42.3K - $48.1K
5.65K $357K
LEU
Centrus Energy Corp

Energy
353
+ 3.01%
$62.21 - $119.74 $22K - $42.3K
12.1K $799K
KHC
Kraft Heinz CO

Consumer Defensive
676
+ 9.16%
$28.51 - $32.22 $19.3K - $21.8K
8.06K $245K
JCI
Johnson Controls International PLC

Industrials
135
+ 2.74%
$76.12 - $90.6 $10.3K - $12.2K
5.06K $405K
ZTS
Zoetis Inc.

Healthcare
62
+ 1.58%
$156.48 - $175.67 $9.7K - $10.9K
3.97K $654K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
196
+ 0.37%
$19.7 - $20.61 $3.86K - $4.04K
52.7K $1.06M
AES
Aes Corp

Utilities
1.82K
+ 9.36%
$9.93 - $13.23 $18.1K - $24.1K
21.2K $263K
JPIE
J P Morgan Exchange Traded Fd
235
+ 4.07%
$45.46 - $46.18 $10.7K - $10.9K
6.02K $276K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
635
+ 3.01%
$78.0 - $84.37 $49.5K - $53.6K
21.8K $1.72M
NRZ
New Residential Investment Corp.

Real Estate
1.61K
+ 1.7%
N/A
96.2K $697K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.24%
$128.74 - $138.67 $1.54K - $1.66K
5.06K $679K
MASI
Masimo Corp

Healthcare
50
+ 2.79%
$163.55 - $190.63 $8.18K - $9.53K
1.84K $306K
AXON
Axon Enterprise, Inc.

Industrials
204
+ 14.62%
$496.65 - $710.01 $101K - $145K
1.6K $840K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
276
+ 1.29%
$8.29 - $8.97 $2.29K - $2.48K
21.6K $186K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.09%
$56.58 - $60.89 $226 - $244
4.36K $256K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.13K
+ 6.58%
$10.14 - $10.47 $11.4K - $11.8K
18.3K $185K
BKH
Black Hills Corp

Utilities
13
+ 0.36%
$55.74 - $61.86 $725 - $804
3.63K $218K
BDX
Becton Dickinson & CO

Healthcare
11
+ 0.67%
$222.79 - $249.08 $2.45K - $2.74K
1.65K $377K
FT
Franklin Universal Trust

Financial Services
326
+ 1.6%
$7.25 - $7.66 $2.36K - $2.5K
20.6K $154K
BWX
Spdr Bloomberg International T

ETFs
15
+ 0.12%
$20.94 - $22.04 $314 - $331
12.8K $279K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.08%
$182.82 - $196.21 $548 - $589
3.77K $701K
IGV
Ishares Expanded Tech Software

ETFs
340
+ 13.42%
$88.3 - $107.83 $30K - $36.7K
2.87K $258K
MCHP
Microchip Technology Inc

Technology
788
+ 21.61%
$48.41 - $64.3 $38.1K - $50.7K
4.44K $214K
ALB
Albemarle Corp

Basic Materials
580
+ 21.92%
$69.95 - $97.49 $40.6K - $56.5K
3.23K $232K
SHOP
Shopify Inc.

Technology
488
+ 11.27%
$90.59 - $129.31 $44.2K - $63.1K
4.82K $465K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
667
+ 4.2%
$53.6 - $58.97 $35.8K - $39.3K
16.5K $898K
GS
Goldman Sachs Group Inc

Financial Services
107
+ 4.95%
$524.81 - $672.19 $56.2K - $71.9K
2.27K $1.24M
Activity Summary
Buys All Purchases 298 New Holdings 48 Increased Positions 250 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 0
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